go ahead. >> i just say cyber security -- i mean, this is a big area in technology. the threats are not going to be -- as you've seen on the bank front, despite a tough ip spending environment, security continues to be a high priority, and i think there's a number of stocks that really benefit from the trend. >> such as? >> i think check point is one of the main beneficiaries, and i think two other ones will be ford and palo alto. these are three of the core vendors that will benefit over the next year to help enterprises block out cyber threats across the world. >> so why aren't we seeing better share performance? over the last couple months, they've struggled. so why don't investors see opportunities here? >> i think part of is the choppy ip spending environment. these companies are not immune. i think there's some fears that security could also come under pressure. but again, i think that's where i think investors are being shortsighted. all of our survey work is showing that security is a high priority. there's only a small subset of companies that are going to b